Nothing good happens last minute. Andrea Spano is living proof. In this episode of Smart Financial Lifestyle, I sit down with attorney Andrea Spano of Sogi Law Group to talk about real life. Not the highlight reel. The hard turns. The pivots you don’t plan for. Andrea didn’t follow a straight path. She was an art major. A project manager. A mother. A caregiver. Then COVID hit. Her marriage ended. And life demanded a new solution. So she went to law school. Full-time. With kids. One with special needs. Today, Andrea practices disability and special education law, helping families fight through the bureaucratic battlefield to get the services their children deserve. This conversation is about resilience, redefining wealth, motherhood, career reinvention, and why passion always beats chasing money. If you’re a parent, a career-changer, or someone feeling stuck, this episode is for you.

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WHY CHARITABLE GIVING—AND DONOR-ADVISED FUNDS—DESERVE A PLACE IN EVERY ESTATE-PLANNING CONVERSATION

Mauricio Vivero and Laura Morgan Horton

For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s the first-time people are prompted to think seriously about what legacy they want to build—not just for their families, but for their communities and the causes that matter most to them. And that reflection often leads to an essential yet sometimes overlooked question: how does charitable giving fit into the plan?

August 18, 2025

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